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BKU

BankUnited, Inc.

BKU

NYSE·Financial Services·Banks - Regional·Mkt cap $3.4B

$46.38

+1.05%

P/E

12.96

Mkt Cap

$3.4B

52-Wk Range

$35.10–$52.11

52-Week Range

$35.10 - $52.11

P/E

12.96

Fwd P/E

11.85

Beta

1.17

Div Yield

2.76%

Avg Vol

805.2K

Shares Out

73.6M

Mkt Cap

$3.4B

Price action

Price chart

Up 19.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Established regional market presence with 67 banking centers in high-growth Florida and New York markets
  • Specialized commercial lending expertise including SBA, USDA, and trade finance products
  • Diversified loan portfolio reducing concentration risk across commercial, real estate, and consumer segments
  • Integrated digital banking platform with online, mobile, and telephone banking capabilities
  • Efficient operational scale enabling competitive deposit rates and loan pricing

Bear Case

1 risk

  • Average volatility.

Growth

Revenue decline expected

Net interest margin expansion from rising interest rate environment and loan repricing

Value

Valued in line with Commercial Banking peers (1.0x).

Momentum

Stable

-1.6% over 3m

Quality

Strong

Emerging growth company (-54% revenue growth). Early stage with higher risk.

Dividend

Solid

2.76% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 28, 2026

Q3 26 RECAP

JUL 22, 2026

Reported EPS of $0.97 vs $1.00 consensus (-3.0% surprise). Revenue of $284.6M vs $290.3M expected (-2.0%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-3.0%

Revenue trend · last 8Q

+13%

+6%

+9%

+102%

+79%

+75%

-54%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$257.0M

$264.5M

$255.4M

$481.6M

$722.5M

$472.4M

$446.9M

$223.7M

Margins · last 8Q

Gross

11.6%

Operating

-36.5%

Profit

31.6%

Wall Street consensus

5 analysts · 40% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

40%

Hold

2

40%

Sell

1

20%

Median Price Target

Latest: Citi · Jul 24, 2026

vs Industry

How BKU stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.